About mcp-xero
mcp-xero is an MCP server for Xero, a cloud accounting platform for small and mid-sized businesses. It targets companies operating outside Brazil and complements the Brazil-native ERP servers in the CodeSpar catalog.
Key features
- 01Create, query and archive contacts
- 02Create, email and void invoices
- 03Record payments and credit notes
- 04Query items, chart of accounts and tax rates
- 05Read the Balance Sheet report
Use cases
- 01Issue invoices to customers in the US, UK, AU or NZ
- 02Record payments and bank transactions for overseas entities
MCP support
The server exposes Xero Accounting API operations as MCP tools, using a pre-issued OAuth2 access token supplied by the environment.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
npx -y @codespar/mcp-xeroXERO_ACCESS_TOKENSecretXero OAuth2 access token (Bearer). Obtain via Xero OAuth2 flow; rotate on expiry.XERO_TENANT_IDXero tenant/organization id sent in the Xero-tenant-id header on every request.Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.
Tools
24Saved tool list · updated 2w ago
| Parameter | Type | Required | Description |
|---|---|---|---|
| Name | string | Yes | Full name of the contact. Required and must be unique within the tenant. |
| Phones | array | No | Array of phone objects with PhoneType (DEFAULT/DDI/MOBILE/FAX), PhoneNumber, PhoneAreaCode, PhoneCountryCode. |
| LastName | string | No | Contact last name (for individuals). |
| Addresses | array | No | Array of address objects with AddressType (POBOX/STREET), AddressLine1..4, City, Region, PostalCode, Country. |
| FirstName | string | No | Contact first name (for individuals). |
| TaxNumber | string | No | Tax number (VAT, ABN, GST, EIN, etc.) — country-dependent. |
| IsCustomer | boolean | No | Hint that this contact is a customer. |
| IsSupplier | boolean | No | Hint that this contact is a supplier. |
| EmailAddress | string | No | Primary email address. |
| AccountNumber | string | No | Merchant-side account number for this contact. |
| ContactNumber | string | No | External system identifier (max 50 chars). |
| DefaultCurrency | string | No | ISO-4217 currency code used as default on invoices for this contact. |
Details
From the project README@codespar/mcp-xero
MCP server for Xero — global cloud accounting for SMBs.
Xero is the #2 global SMB ERP and the leader in the UK, Australia, and New Zealand, with rapid expansion in the US. Paired with QuickBooks, the two platforms cover roughly 80% of global SMB accounting. For LatAm SaaS serving US/UK/AU/NZ customers or with international subsidiaries, Xero is the essential complement to our Brazil-native ERPs (Omie, Conta Azul, Bling, Tiny).
Tools (24)
| Tool | Purpose |
|---|---|
create_contact | Create a Xero contact (customer or supplier — Xero uses one unified Contact object with IsCustomer/IsSuppli... |
get_contact | Retrieve a single Xero contact by ContactID (UUID). |
list_contacts | List Xero contacts. |
create_invoice | Create an invoice in Xero. |
get_invoice | Retrieve a single invoice by InvoiceID (UUID) or InvoiceNumber. |
list_invoices | List invoices with optional Xero where-clause filtering. |
email_invoice | Email an AUTHORISED invoice to the contact's email address on file. |
create_payment | Record a payment against an invoice or credit note. |
create_item | Create a Xero inventory/product item. |
list_items | List all items/products in the Xero tenant. |
list_accounts | List the Xero chart of accounts. |
update_contact | Update an existing Xero contact. |
archive_contact | Archive a Xero contact by setting ContactStatus=ARCHIVED. |
update_invoice | Update an existing invoice. |
void_invoice | Void an invoice by setting Status=VOIDED. |
get_payment | Retrieve a single payment by PaymentID. |
list_payments | List payments recorded in Xero. |
create_bank_transaction | Create a bank transaction (SPEND = money out, RECEIVE = money in) directly on a bank account — for transact... |
list_bank_transactions | List bank transactions (spend/receive entries on bank accounts). |
list_organisations | Retrieve the Xero organisation(s) the access token has access to — returns name, base currency, country, fi... |
list_tax_rates | List tax rates configured in the Xero tenant. |
create_credit_note | Create a credit note. |
list_credit_notes | List credit notes. |
get_balance_sheet | Retrieve the Balance Sheet report for the tenant. |
Install
npm install @codespar/mcp-xero
Environment
XERO_ACCESS_TOKEN="..." # OAuth2 bearer access token (required, secret)
XERO_TENANT_ID="..." # Xero tenant/organization id (required)
Authentication
Xero uses OAuth2. Every request includes:
Authorization: Bearer <XERO_ACCESS_TOKEN>
Xero-tenant-id: <XERO_TENANT_ID>
Accept: application/json
Content-Type: application/json
This server assumes a pre-issued access token. OAuth consent, refresh-token rotation, and tenant selection happen upstream (in your OAuth proxy or secrets layer). When the token expires, Xero returns 401 and the tool surfaces the error verbatim — refresh and retry.
Run
# stdio (default — Claude Desktop, Cursor, etc)
npx @codespar/mcp-xero
# HTTP (server-to-server testing)
MCP_HTTP=true MCP_PORT=3000 npx @codespar/mcp-xero
Where clause
Xero's list endpoints accept a where query param for server-side filtering. Examples:
Name.Contains("ACME")
IsCustomer==true
Status=="AUTHORISED" AND Type=="ACCREC"
Date>=DateTime(2026,1,1)
Contact.ContactID==guid("00000000-0000-0000-0000-000000000000")
Positioning in the CodeSpar ERP catalog
- Brazil-native: Omie, Conta Azul, Bling, Tiny — NF-e, Simples Nacional, local tax.
- Global SMB: Xero + QuickBooks — US/UK/AU/NZ/global accounting.
Use Xero for companies headquartered or operating outside Brazil (or with international entities). Use the BR-native servers for the local market.
Docs
- Xero Accounting API: https://developer.xero.com/documentation/api/accounting
- Xero OAuth2 guide: https://developer.xero.com/documentation/guides/oauth2/overview
Enterprise
Need governance, budget limits, and audit trails for agent payments? CodeSpar Enterprise adds policy engine, payment routing, and compliance templates on top of these MCP servers.
License
MIT
Comments
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